General fitness, health and nutrition · Public discussion

Death knell for GlucoWatch ?

Started by William C Biggs · · Last activity · 4 posts · 735 views

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General fitness, health and nutrition
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13 January 2004
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William C Biggs
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  1. Sorry to see that Cygnus may be imploding. They claim Sankyo defaulted on an agreement to sell
    the watches.

    Their stock price which was as high as $20 in 2000, is now 20 cents.

    Although I was not very impressed by the initial Glucowatch, I was hoping that version 2.0 would
    eventually emerge and work better, be easier to use or be less expensive.

    IMHO, that looks unlikely. Perhaps if they collect $450m from their lawsuit they can continue
    on......Not a likely proposition either.

    BEGIN

    Cygnus, Inc. Reduces Work Force by Approximately 60% as a Result of Sankyo Pharma Inc.'s Breach
    of Contract

    Redwood City, CA -- October 9, 2003 -- Cygnus, Inc. (OTCBB:CYGN) announced a reduction in force of
    approximately 60% of its work force, in response to the recent decision by Sankyo Pharma, Inc. to
    stop performing under its contracts with Cygnus. According to Sankyo Pharma, Inc., Sankyo Pharma
    Inc. is currently warehousing approximately two years' worth of inventory of Cygnus' GlucoWatch(R)
    G2(TM) Biographer products. Cygnus' reduction in force should therefore not have any immediate
    impact on the availability of these products in the market. On October 6, 2003, Cygnus filed a
    lawsuit against Sankyo Pharma Inc. and Sankyo Co., Ltd., a large Japanese pharmaceutical and medical
    products company, seeking damages of at least $450 million in connection with Sankyo Pharma, Inc.'s
    decision to stop performing under its contracts with Cygnus.

    "The contract breaches by Sankyo Pharma Inc. and the intentional interference with contract by
    Sankyo Co. Ltd., has caused significant damage to Cygnus, its stockholders, its customers, and now
    to many skilled and loyal Cygnus employees who have given their hearts and souls to help make the
    revolutionary GlucoWatch Biographer technology a reality," stated John C Hodgman, Chairman, Chief
    Executive Officer and President of Cygnus, Inc. "We are greatly saddened that we have been forced to
    lay off such devoted people."

    About Cygnus Cygnus (www.cygn.com and www.glucowatch.com), founded in 1985 and headquartered in
    Redwood City, California, develops, manufactures and commercializes new and improved glucose-
    monitoring devices. Cygnus' products are designed to provide more data to individuals and their
    physicians and enable them to make better-informed decisions on how to manage diabetes. The
    GlucoWatch(R) Biographer was Cygnus' first approved product. The device and its second-generation
    model, the GlucoWatch(R) G2(TM) Biographer, are the only products approved by the FDA that provide
    frequent, automatic and non-invasive measurement of glucose levels. Cygnus believes its products
    represent the most significant commercialized technological advancement in self-monitoring of
    glucose levels since the advent of "finger-stick" blood glucose measurement approximately 20 years
    ago. The Biographer is not intended to replace the common "finger-stick" testing method, but is
    indicated as an adjunctive device to supplement blood glucose testing to provide more complete,
    ongoing information about glucose levels.

    This news release contains statements concerning Cygnus' allegations and expectations regarding its
    rights under its contracts with Sankyo Pharma Inc., the breach thereof by Sankyo Pharma Inc., and
    the interference therewith by Sankyo Co. Ltd., and the capabilities and potential of the GlucoWatch
    Biographer business. These statements constitute forward-looking statements for the purposes of the
    safe harbor provisions under the Private Securities Litigation Reform Act of 1995. Although we
    believe that these forward-looking statements are based on a reasonable perception of the facts and
    reasonable assumptions and expectations, the statements are subject to and involve numerous
    uncertainties and risks. Factors that could affect the actual results include potentially unknown
    facts and matters that will be discovered during the course of the litigation, and the effects of
    other creditors' claims on our financial position. These risks and uncertainties should be
    considered in evaluating the forward-looking statements, and undue reliance should not be placed on
    such statements. The Company disclaims any responsibility for updating any such forward-looking
    statements.

    NOTE: "GlucoWatch" is a registered trademark and "G2" is a trademark of Cygnus, Inc.

    END

    BTW, an excerpt from a May 2003 posting I made:

    "As an aside, I also am extremely disappointed by our problems getting the Cygnus Glucowatch. We
    have had several patients wanting them (warts and all), and we can't seem to get their sales
    department to pay attention. I can't remember the last time I have experienced such an *inept*
    company !"

    So those "diabetes investors" who bet on this Cygnus have been taken to the cleaners. (Unless, of
    course, they have sold short...) Down from $4.50 to .45 in one year. I look for this one to be off
    the map entirely in a year, unless somebody buys them out quickly. Perhaps this company is still a
    good choice for the short sellers, since it seems headed to the same place as my first computer's
    manufacturer, IMSAI.

    Decent product, horrible execution. "

  2. Now the other shoe drops...

    Sankyo has faxed all endocrinologists with their side of the story.

    In a letter addressed to "Dear Health Care Professional" dated October 7, but faxed the evening of
    October 10, Sankyo claims that they have requested "that Cygnus provide adequate assurances of its
    financial stability".

    "Despite what you may have read in the press, Sankyo continues to provide marketing, sales, and
    distribution support for the GlucoWatch G2"

    Attached was a brief list of FAQs.

    "Will the product continue to be available and will I be able to prescribe it ? Yes. Pending Cygnus'
    response to our assurances of its financial stability, Sankyo continues to fully support the
    GlucoWatch G2 Biographer. ..... Sankyo has requested a response from Cygnus by October 16, 2003, and
    we hope to be able to provide you with additional information at that time."

    Quite honestly, I am not that reassured.

    So Sankyo provides full support *pending* Cygnus' response ? What does that mean ? If Sankyo doesn't
    like the response they get on October 16, can they change their mind ?

    Just what we *don't* need. Two of the main players promoting an innovative technology, distracted by
    a legal pissing contest. Not only that, but who will want to do business with either of these
    companies in the future ?

    Best case scenario here would be for a "white knight" like Roche, J&J's Lifescan, Bayer's Ascensia,
    Abbott's Medisense to pick up this distressed company and its technology on the cheap.

    Worst case scenario would be for the Biographer to join the Lilly Direct
    30/30 meter in the history book of "Good Ideas That Died Young".

    William C Biggs, MD

  3. William C Biggs said:

    Best case scenario here would be for a "white knight" like Roche, J&J's Lifescan, Bayer's
    Ascensia, Abbott's Medisense to pick up this distressed company and its technology on the cheap.

    Best case is for one of ther other technologies to take over. Either the catheter-based system, with
    its built-in assurance of actually testing real body fluids by drawing it up, or the
    www.sugartrac.com spectrographic system.

    The only reason the Glucowatch had followers was because there was nothing better. It's roughly
    $5/day for the pads, much like the costs for a standard glucometer user testing frequently, and I'm
    still concerned about the failures in sweaty environments and slow responses.

    Quoted message said:

    Worst case scenario would be for the Biographer to join the Lilly Direct
    30/30 meter in the history book of "Good Ideas That Died Young".

    If it turns out to be a superior idea, with the FDA approval in place already, it may be possible
    for someone else in the future to pick it up cheaply and sell it. This is especially true if they
    can get down the cost of the testing pads, I think.

  4. I trust 2 regular meters better , call me old-fashioned .

    tim

    Nico Kadel-Garcia <[email hidden]> wrote in message news:<[email hidden]>...

    Quoted message said:
    William C Biggs said:

    Best case scenario here would be for a "white knight" like Roche, J&J's Lifescan, Bayer's
    Ascensia, Abbott's Medisense to pick up this distressed company and its technology on the cheap.

    Best case is for one of ther other technologies to take over. Either the catheter-based system,
    with its built-in assurance of actually testing real body fluids by drawing it up, or the
    www.sugartrac.com spectrographic system.

    The only reason the Glucowatch had followers was because there was nothing better. It's roughly
    $5/day for the pads, much like the costs for a standard glucometer user testing frequently, and
    I'm still concerned about the failures in sweaty environments and slow responses.

    Quoted message said:

    Worst case scenario would be for the Biographer to join the Lilly Direct
    30/30 meter in the history book of "Good Ideas That Died Young".

    If it turns out to be a superior idea, with the FDA approval in place already, it may be possible
    for someone else in the future to pick it up cheaply and sell it. This is especially true if they
    can get down the cost of the testing pads, I think.

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